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Cody James Kirkeide

Advisor at Complete Investment Advisory, LLC — Lutsen, MN

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Credentials

Series 65

Experience

1 year

Location

Lutsen, MN

Complete Investment Advisory, LLC logo

Complete Investment Advisory, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

95 Very High

Avg AUM per client

$576,762 Low

HNW client ratio

16% Low

About

Cody Kirkeide is a Series 65-credentialed advisor at Complete Investment Advisory, LLC with one year of industry experience. His prior roles include positions at Arrowhead Electric Cooperative, Inc, County of Cook, Superior Properties North Shore, Voyageur Brewing Company, and Fargo Park District. Complete Investment Advisory provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $109 million across 189 accounts. The firm employs a blended investment approach utilizing fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers a variety of investment instruments tailored to client needs.

Client services

Based on Complete Investment Advisory, LLC

Financial planning Portfolio management Retirement planning services

Expertise

Based on Complete Investment Advisory, LLC

Private / alternative investments Options & derivatives strategies

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Fee options

Percentage

$1 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

$250 per hour

Other

Account minimum: $50,000

Location

See office

Lutsen, MN

Lutsen MN

Advisors at this office

1

Most active in

Minnesota · North Dakota

Work history

1 year of industry experience

Complete Investment Advisory, LLC

2025 - Present • 1 year

Fargo, ND

Arrowhead Electric Cooperative, Inc

2023 - 2025 • 2 years

Lutsen, MN

County of Cook

2023 - 2023 • 1 year

Grand Marais, MN

Superior Properties North Shore

2022 - 2023 • 1 year

Lutsen, MN

Voyageur Brewing Company

2020 - 2022 • 2 years

Grand Marais, MN

Fargo Park District

2016 - 2020 • 4 years

Fargo, ND

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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